Heritage Wealth Management (California)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Sell |
29,514
-670
| -2% | -$137K | 4.04% | 4 |
|
|
2025
Q1 | $6.7M | Buy |
30,184
+4,355
| +17% | +$967K | 5.04% | 3 |
|
|
2024
Q4 | $6.47M | Buy |
25,829
+808
| +3% | +$202K | 4.66% | 3 |
|
|
2024
Q3 | $5.83M | Buy |
25,021
+258
| +1% | +$60.1K | 4.13% | 4 |
|
|
2024
Q2 | $5.22M | Sell |
24,763
-176
| -0.7% | -$37.1K | 3.83% | 5 |
|
|
2024
Q1 | $4.28M | Sell |
24,939
-923
| -4% | -$158K | 3.23% | 6 |
|
|
2023
Q4 | $4.98M | Buy |
+25,862
| New | +$4.98M | 3.98% | 5 |
|